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Financial Planning Executive Jobs

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  • 2 - 5 yrs
  • 3.5 Lac/Yr
  • Coimbatore
Project Management Analyst Business Operations Strategic Planning Advanced Excel MIS Reporting Business Analyst SOP Preparation Financial Statement Analysis Competitive Sales Analysis Executive Leadership
Job Description - Founder's Office ExecutiveCompany: Sharas Venture Private Limited (Graciss Menstrual Care)Location: Coimbatore, Tamil NaduDepartment: Founder's OfficeReports To: Founder & CEOAbout the RoleWe are looking for a highly organized, proactive, and execution-focused Founder's Office Executive to work directly with the Founder & CEO. This role is ideal for someone who can coordinate across departments, drive execution of strategic initiatives, monitor business performance, and ensure timely completion of key projects.The ideal candidate should be comfortable handling confidential information, solving problems independently, and managing multiple priorities in a fast-paced startup environment.Key ResponsibilitiesStrategic ExecutionAssist the Founder in executing strategic business initiatives.Track key projects and ensure timely completion.Coordinate with department heads to achieve business objectives.Follow up on action items from meetings until closure.Business OperationsPrepare daily, weekly, and monthly MIS reports.Monitor sales, production, finance, HR, and operations dashboards.Identify bottlenecks and escalate critical issues.Ensure smooth coordination between departments.Project ManagementManage cross-functional projects.Track project timelines, milestones, and deliverables.Prepare project status reports.Coordinate with internal and external stakeholders.Founder SupportManage the Founders calendar and priorities.Prepare presentations, reports, and business documents.Conduct market and competitor research.Organize meetings and maintain meeting minutes.Business AnalyticsAnalyze sales performance and business metrics.Prepare business insights and recommendations.Monitor KPIs across departments.Support business planning and decision-making.CoordinationCoordinate with Sales, Finance, HR, Production, Procurement, Marketing, and Logistics teams.Ensure timely follow-up on pending tasks.Support vendor and partner communication when required.Process ImprovementIdentify operational inefficiencies.Develop and document SOPs.Recommend improvements to enhance productivity and accountability.ConfidentialityHandle sensitive business information with the highest level of confidentiality and professionalism.QualificationsBachelor's degree in Business Administration, Management, Engineering, Commerce, or a related field.MBA is preferred.2-5 years of experience in a Founder's Office, Executive Assistant, Business Operations, Project Management, or Strategy role.Experience in a startup, manufacturing, or FMCG company is an advantage.Required SkillsTechnical SkillsMicrosoft Excel (Advanced)Microsoft PowerPointMicrosoft WordMIS ReportingProject ManagementBusiness AnalyticsData AnalysisDashboard PreparationDocumentation & SOP DevelopmentSoft SkillsExcellent Communication SkillsStrong Analytical ThinkingProblem-Solving AbilityLeadership & CoordinationTime ManagementMulti-taskingDecision-MakingStakeholder ManagementAttention to DetailHigh Integrity & ConfidentialityAdaptabilityOwnership MindsetKey Performance Indicators (KPIs)Timely completion of strategic projects.Closure rate of Founder-assigned action items.Accuracy and timeliness of MIS reports.Improvement in cross-functional coordination.On-time completion of departmental follow-ups.Implementation of process improvements.Quality of business analysis and reports.Meeting and project adherence to timelines.Salary25,000 - 35,000 per month (Based on experience and qualifications)Employment DetailsEmployment Type: Full-TimeExperience: 2-5 YearsIndustry: Manufacturing / FMCG / Consumer Goods / StartupsWork Location: Coimbatore, Tamil NaduWhy Join Us?Work directly with the Founder & CEO on high-impact initiatives.Gain exposure to strategy, operations, finance, sales, manufacturing, and business development.Opportunity to build leadership skills in a rapidly growing company.Fast career progression into Business Operations Manager, Strategy Manager, or Chief of Staff roles.
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  • 3 - 9 yrs
  • 40.0 Lac/Yr
  • Australia
Accounts and Finance Finance Accounts Officer Financial Analysis and Planning Account and Inventory Lead Finance Accounts Accounts & Finance Executive Account Finance & Accounts Executive
Apply under PR visa for Australia Excellent opportunity in every field. excellent chances to get PR within 8 months Family visa Govt visa Free education and medical facilities Will be treated as citizen Permanent visa High Level standard Amazing culture Rewarding employment opportunities All post landing services will be guided before landing Australia Candidate will have every legal right what the citizen enjoys except right to vote Child tax benefits given Pension plan given Unemployment wages given Spouse can legally work
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  • 3 - 9 yrs
  • 37.5 Lac/Yr
  • Canada
Finance Executive Retail Finance Executive Financial Executive Financial Planning Executive Senior Finance Executive Financial Transaction Executive Trade Finance Executive
Key Responsibilities:Maintain and monitor financial records, ledgers, and accounts.Prepare monthly, quarterly, and annual financial reports.Ensure compliance with accounting standards and taxation regulations.Assist in budgeting, forecasting, and financial planning.Manage payroll, invoicing, and expense tracking.Analyze financial data and provide recommendations to management.Collaborate with auditors and regulatory authorities as needed.
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  • 0 - 1 yrs
  • Chennai
MS Excel Professional Communication Typing
Analyzing Client Requirements.Collecting required Financial Data.Analyzing Financial Data (Income, Expense, Loans, Insurances & Investments).Feasibility Analysis to achieve dream.Preparation of Financial Reports.Portfolio Review of Client at Regular Intervalse.
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  • 0 - 1 yrs
  • 3.8 Lac/Yr
  • Sugam Park Asansol
Decision-making Financial Acumen Management Performance Evaluation Problem-solving Sales Management Networking Strategic Planning Risk Management Time Management Customer Service Leadership Team Building Budgeting Negotiation Skills Analytical Skills Conflict Resolution Communication Adaptability Organizational Skills Packaging Loding
Key Responsibilities:Supervise warehouse staff and ensure efficient operations.Oversee inventory management, storage, and dispatch process.Maintain safety standards, cleanliness, and organization within the warehouse.Coordinate shipments, track orders, and perform regular stock audits.Interview Details: To get the interview details candidates have to send the Updated Resume by WhatsApp in this number (9433816131)
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  • 0 - 4 yrs
  • 3.8 Lac/Yr
  • Bangalore
Audit Planning Audit Sampling Internal Controls Risk Assessment Regulatory Compliance Internal Audit Financial Analysis Audit Reporting Audit Software
Job Responsibilities:Lead and support audit assignments, including internal audits, SOX audits, and internal control reviews.Perform financial analysis, verify books of accounts, and review supporting documents.Evaluate the effectiveness of internal controls and identify control gaps and risks.Prepare audit reports, working papers, documentation, and presentations.Ensure compliance with accounting standards, internal policies, and statutory requirements.Coordinate with internal teams, clients, and stakeholders to gather audit information and resolve queries.Assist in implementing and following up on audit recommendations.Use MS Office (Excel, Word, PowerPoint) and other technological tools effectively for analysis and reporting.Demonstrate flexibility to travel and commute within the city as per audit requirements.Key Requirements & Skills:Experience in Internal Controls and/or prior exposure to SOX audits.Strong analytical and reporting skills with attention to detail.Excellent communication skills (written, verbal, and interpersonal).Good technical knowledge in Finance and Accounts; CA background preferred.Quick learner with a resourceful and proactive approach.Ability to work independently and as part of a team.Travel flexibility as per business needs.one year of experience in leading Audit is plus
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Field Marketing Executive (Freshers) Kolkata

Reputed Two Wheeler Finance Ltd

  • 0 - 4 yrs
  • 3.3 Lac/Yr
  • Kolkata
Financial Reporting Financial Planning Corporate Finance Finance Direct Marketing Marketing Motivating Skill B2c Marketing Outbound Calling Field Marketing Field Sales Lead Generation Conveyancing Marketing Communication Sales Target Sales Creativity
A field sales job in two-wheeler finance involves meeting sales targets by generating leads, acquiring new customers through field visits and networking, and closing deals for two-wheeler loans. Key responsibilities include building relationships with dealerships and customers, collaborating with internal teams to process loans, and ensuring timely loan disbursement. Qualifications often include sales experience and the ability to meet quotas. Key responsibilities : --Sales target achievement: Meet or exceed monthly and quarterly sales targets for two-wheeler loans.Lead generation: Generate new leads through field visits, cold calls, and by following up on existing leads.Customer acquisition: Acquire new customers by meeting potential customers to understand their needs and offer financing solutions.Relationship management: Build and maintain relationships with customers, dealers, and other key stakeholders.Process management: Collaborate with internal credit and processing teams to ensure the timely and compliant disbursement of loans.Market penetration: Work to increase sales and market penetration by promoting special schemes, conducting loan melas, and increasing insurance penetration.Record keeping: Maintain accurate sales records and reports. Required qualifications and skillsExperience: 0-3 years of sales experience is often required, with prior experience in retail sales or the two-wheeler industry being a plus.Education: A bachelor's degree may required, also a strong understanding of the sales process is essential.Skills: Strong communication, negotiation, and interpersonal skills are crucial.Attributes: A self-motivated, results-oriented individual with a strong bias for action is often sought after.*After applying, if you are shortlisted then we call you for next round which we called telephonic discussion about yourself like your self explanatory, talking or speak capabilities, your own confidence level,your motivational spech,your creativity and many others things if u selected after this round we fixed a date and tell you to come to our office which we send our u office address throughout mail and then complete documentational process for your employment I'd Creation. If u have any query about this job feel free to contact me in my mail I'd with your cv .if u want to grow then apply fast seats are limited ..fresher's also welcome..Send me your resume with ur queries to my gmail I'd which is-rjratul1997@gmail.com
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  • 0 - 1 yrs
  • 3.0 Lac/Yr
  • Navi Mumbai
Project Planning Project Execution Contractual Tendering Finance Financial Services Bank Reconciliation Banking Finance
We have vacant of 1 Finance Executive Job in Navi Mumbai, for Freshers Educational Qualification : B.Com, M.B.A/PGDM, I.C.W.A Skill Project Planning, Project Execution, Contractual Tendering, Finance, Financial Services, Bank Reconciliation, Banking Finance etc.
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Life Advisor

Baba Lokenath Consultancy Tata Aia Service Provider

  • 0 - 3 yrs
  • Kankurgachi Kolkata
Finance Sales Executive Financial Planning Skills
Financial sales, savings and pension including mutual fund.
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Chief Executive Officer

Rightfit Resources OPC Pvt. Ltd.

Strategic Planning Business Development Financial Management Leadership & Team Building Corporate Governance Vision & Mission Alignment Decision-Making Organizational Growth Strategy Stakeholder Management Risk Management Market Expansion Profit & Loss Management Innovation & Change Leadership Operational Excellence Investor Relations Fundraising & Capital Management Brand Positioning Communication Skills Conflict Resolution Business Transformation Cross-F
Job Openings for 3 Chief Executive Officer Jobs with minimum 1 Year Experience in odisha, andrapradesh, telangana, Hyderabad, Visakhapatnam, Bhubaneswar, having Educational qualification of : B.Sc, B.Tech, LLB, M.B.A/PGDM, M.Sc, M.Tech, Chartered Accountant, Company Secretary, Any Master Degree with Good knowledge in Strategic Planning, Business Development, Financial Management, Team Building etc.
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  • 0 - 3 yrs
  • 5.0 Lac/Yr
  • Mohali
Financial Planning Good Communication Skills
A customer relationship manager is a professional who builds and maintains strong, long-term and beneficial relationships with an organisation's customers.
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  • 0 - 2 yrs
  • 0.9 Lac/Yr
  • Udaipur
Visual Basic Phone Banking Phone Banking Executive Sales
Basic to advanced training period and no fee for job no charges
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Manager Financial Planning & Analysis

Satvam Consulting Private Limited

  • 3 - 7 yrs
  • Mumbai
Finance Analyst Finance Executive
Job profile To assist and plan the formulation & achievement of Long-term Operating Plan for the entire organization for consolidation Finalization of key assumptions, initiatives and sensitivities. Reviewing MIS & Provide Value added analysis through lead / lag indicators highlighting exceptions on Key Business Drivers Facilitate building a robust Financial Model to rollup Consolidated Plan Measurement of performance of the defined matrices initiatives towards achievement of Goals Negotiate and build consensus with Channel to ensure budgets are in line with company objectives Track rigorously the above on an on-going basis, highlight deviations and work jointly for achieving desired objectives Support the corporate finance initiatives including solvency and capital infusion Analyze and review the projected consolidated and individual financial Statements including Profit and Loss Statement with Balance Sheet Review the actuarial assumptions to be considered for plan with reference to actual experience and analyze the projected changes Finalizing sensitivities and what-if analysis for top management decisions Forecasting P&L on a period basisTechnical skills: Financial Planning, financial analysis, finance, Soft skills: Good communication skills, problem solving, interpersonal skills, analytical thinking
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  • 0 - 5 yrs
  • Delhi NCR
Financial Analysis F Financial Planning Budget Analysis PERFORMANCE CALCULATIONS
Looking for a candidate for work in Infrastructure sector related to financial consultancy service. The candidate having knowledge of Budgeting, Financial Model, Risk Assesment, Financial Planing etc. will be preferred.
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Accounts Assistant (Full Time)

Inspire Global Solutions

  • 0 - 2 yrs
  • 3.0 Lac/Yr
  • Bangalore
Accountant Financial Planning Analyst Tally ERP Tally Certified Professional GST Executive MS Office Package
Providing support to the Accounting Department.Performing basic office tasks, such as filing, data entry, answering phones, processing the mail, etc.Handling communications with clients and vendors via phone, email, and in-person.Processing transactions, issuing checks, and updating ledgers, budgets, etc.Preparing financial reports.Assisting with audits, fact checks, and resolving discrepancies
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Currency Trading Executive

Forex King Consultant

  • 0 - 1 yrs
  • 100.0 Lac/Yr
  • Madurai
Financial Analysis and Planning Currency Trading Work From Home
We are Urgently Looking for Currency Trading Executive
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Agency Manager

Amrit Consultancy

Direct Marketing Channel Sales Life Insurance Channel Development Project Planning Field Sales Executive Financial Consultant Walk in
Recruiting and Building a high performing distribution network of Financial Consultants (FCs)Training, motivating and driving these certified financial consultants (agents) to sell insuranceMeeting prospective customers with FCs to sell insurance solutionsProviding pre and post sales support (e.g. claim settlement)Ensuring quality of business and persistency (renewals of premium)
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  • 5 - 8 yrs
  • 5.5 Lac/Yr
  • Badvel Kadapa
Relationship Building With Vendors Negotiation & Conflict Resolution Inventory Manager Material Resources Management Quality Control Analysis Operations Analysis Financial Analysis and Planning Data Analysis Business Administration & Management
Responsibilities for purchasing executiveEnsure products and services meet quality expectations, are on time and are in accordance with the customer needsDevelop and grow new relationships with suppliersImplement the proper metrics, SLAs, and measurements to drive and document improvements and provide routine and ad hoc reporting as neededEnsure supplier diversity requirements are met for off-program spendInterface with Accounts Payable to ensure a smooth and consistent end-to-end procure to pay processDevelop continuous training required to keep team apprised of business situations as they affect Procurement policyPurchase process co-ordination they will manage and implement the purchasing process for all technology related expenses using the relevant systemVendor management this employee will maintain sound working relationships with vendors to ensure responsive service and timely resolution of all issuesAsset and order tracking the Procurement Administrator will track assets and orders and provide regular tracking reports and status updates on ordersCost management these employees create spend forecasts and then monitor these against the actual spendQualifications for purchasing executiveIndependent and able to work with minimum supervisionSupport the Supplier Managers in the execution of cost reduction programsManage, evaluate and monitor the certifications of suppliersCo-ordinate with various stakeholders to resolve issues on Purchase Requisition, PO, Goods Receipt and Invoice ReceiptSupport in audits activities, contract management and other general topicsProficient in Microsoft Office applications like Outlook, Word, Excel, and Powerpoint and knowledge in Oracle a plus
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  • 5 - 11 yrs
  • Chennai
Financial Planning Accounting Finance Indirect Taxation Tax Consultant Payroll Accounting Executive Finance Manager Work From Home
Job Summary:The Accounting Manager will plan and direct the accounting activities of the department.Supervisory Responsibilities:Manages the accounting staff who are responsible for financial reporting, billing, collections, payroll, and budget preparation.Recruits and hires accounting and financial staff and conducts performance evaluations.Coordinates training programs for new staff and identifies training needs for current staff.Duties/Responsibilities:Establishes internal controls and guidelines for accounting transactions and budget preparation.Oversees preparation of business activity reports, financial forecasts, and annual budgets.Oversees the production of periodic financial reports; ensures that the reported results comply with generally accepted accounting principles or financial reporting standards.Responsible for tax planning throughout the fiscal year; files annual corporate tax return.Audits accounts to ensure compliance with state and federal regulations; coordinates with outside auditors and provides needed information for the annual external audit.Presents recommendations to management on short- and long-term financial objectives and policies.Provides financial analysis with an emphasis on capital investments, pricing decisions, and contract negotiations.Ensures compliance with local, state, and federal government requirements.Performs other related duties as necessary or assigned.Required Skills/Abilities:Excellent management and supervisory skills.Excellent written and verbal communication skills.Excellent organizational and time management skills.Proficient in accounting and tax preparation software.Proficient in Microsoft Office Suite or similar software.
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Financial Planning Manager

Corporate Resources

  • 2 - 5 yrs
  • Bhubaneswar
Insurance Advisor Insurance Agent Insurance Coordinator Insurance Sales Executive Insurance Sales Manager
Represents HDFC life to all customers. Direct selling to the customers via appointments ( Office/ Home visits). Ensure that leads/ appointments allocated by the call center are attended and revertedwithin the TAT. Ensure Self Sourcing Targets are achieved Ensure business Reporting, MIS on sales call (LMS) , Lead Utilization and conversionare updated and maintained on a daily basis. Ensure that MIS/ Reporting formats are maintained/ Updated on regular basis. Insurance solution provider for our customers. Educate the Customer about the company/ channel. Customer Servicing. Ensure strict adherence to Human resource Norms - Policies & processes.
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  • 0 - 1 yrs
  • 3.8 Lac/Yr
  • Park Street Kolkata
Decision-making Financial Acumen Management Performance Evaluation Problem-solving Sales Management Networking Strategic Planning Risk Management Time Management Customer Service Leadership Team Building Budgeting Negotiation Skills Analytical Skills Conflict Resolution Communication Adaptability Organizational Skills Packaging Loding
Key Responsibilities:Supervise warehouse staff and ensure efficient operations.Oversee inventory management, storage, and dispatch process.Maintain safety standards, cleanliness, and organization within the warehouse.Coordinate shipments, track orders, and perform regular stock audits.
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  • 0 - 1 yrs
  • 3.8 Lac/Yr
  • Serampore
Decision-making Financial Acumen Management Performance Evaluation Problem-solving Sales Management Networking Strategic Planning Risk Management Time Management Customer Service Leadership Team Building Budgeting Negotiation Skills Analytical Skills Conflict Resolution Communication Adaptability Organizational Skills Packaging Loding
Key Responsibilities:Supervise warehouse staff and ensure efficient operations.Oversee inventory management, storage, and dispatch process.Maintain safety standards, cleanliness, and organization within the warehouse.Coordinate shipments, track orders, and perform regular stock audits.
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  • 0 - 1 yrs
  • 3.8 Lac/Yr
  • Haldia Purba Medinipur
Decision-making Financial Acumen Management Performance Evaluation Problem-solving Sales Management Networking Strategic Planning Risk Management Time Management Customer Service Leadership Team Building Budgeting Negotiation Skills Analytical Skills Conflict Resolution Communication Adaptability Organizational Skills Packaging Loding
Key Responsibilities:Supervise warehouse staff and ensure efficient operations.Oversee inventory management, storage, and dispatch process.Maintain safety standards, cleanliness, and organization within the warehouse.Coordinate shipments, track orders, and perform regular stock audits.
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